Caught in the middle? You're not alone. Discover invaluable resources and strategies for the Sandwich Generation, navigating the complexities of supporting aging parents while raising children. The phenomenon is gathering momentum as we are living longer and having kids later. Our latest article offers a beacon of support and guidance. Link in BIO π€ #Navwealth #SandwichGeneration #FinancialGuidance #DesintiononPurpose
π£ New Navwealth Webinar! π£ Join our upcoming Navwealth Webinar on Wealth Transition: Helping Your Family into Property Ownership. Don't miss out on this insightful session, where we'll explore effective strategies for parents to assist their children in entering the property market. As property prices continue to evolve, understanding how to manage and transition your wealth effectively is crucial for securing your familyβs future. We'll feature live case studies with special guests, illustrating two different scenarios of how parents can aid their children's entry into the property market. ποΈ Meet Our Speakers: Craig Banning: CEO, Director & Senior Wealth Adviser Sally Prowse: Director, Finance & Lending ποΈ Date: Wednesday, June 19th π§ Time: 5:30 - 6:30 pm (including 15 minutes Q&A) Secure your spot now! Register here:π π Link in BIO Join us for an enlightening webinar where you'll discover how to leverage generational wealth effectively, securing a brighter financial future for your children in the property market. #Navwealth #WealthTransition #FirstHomebuyers #Webinar #Property #PropertyOwnership #Finance #Lending #Mortgage
Understanding the financial aspects of aged care can feel daunting, but our team is here to provide expert guidance every step of the way. As Aged Care Specialist Andrew Wem explains, "Many people donβt realise that a RAD is not 'lost' money but is refundable when you leave care or pass away." π° Whether you're deciphering complex regulations or seeking specialist financial planning, we're committed to empowering you with the knowledge and support you need. Your peace of mind is our priority. π€ Let us guide you through the process, ensuring you make informed decisions that align with your goals and values. Take the first step towards financial clarity and a smoother transition into aged care. π Discover how our team can help you. #AgedCareAdvice #FinancialPlanning #RADRecovery #AndrewWem #Navwealth
β¨ Let's shine the spotlight on Hayley! β¨ As our Director of Bookkeeping Resources, Hayley has been part of the Navwealth family for over 4 years and is an absolute dynamo in getting things done. She has gone from strength to strength in supporting our Navwealth clients and growing this area of our business. We took a moment to gain insight into "A Day in the Life of...Hayley." Take a moment to get to know her...π #Navwealth #TeamSpotlight #Bookkeeping #teamwork
π‘Dreaming of owning your first property? π« Sally Prowse, Director of Lending and Finance at Navwealth, understands the rollercoaster ride it can be. "Navigating the maze of information, especially if youβre a first-time buyer, can feel overwhelming," she says. But fret not; Sally is here to guide you through the essential considerations for your inaugural property investment. Owning your first home is a significant milestone, and with careful planning and the right support, your dream can become a reality. Discover Sally's insights and tips for first-time homebuyers. πππ #FirstHomeBuyer #Property #MortgageTips #Navwealth
Now that the Federal Budget has been announced, what does this mean for you? Let us help put the financial implications into perspective for you. #FederalBudget #FinancialPlanning #TaxUpdates #BudgetIncentives #Compliance #Navwealth #Business #SmallBusiness #Tax #Accounting #Bookkeeping #FinancialAdvice #Finances
We take pride in helping each of our clients and their unique financial situations. π«Ά Thank you for the kind review, Christopher. π #ClientFeedback #ClientReview #ThankYou #Navwealth
Congratulations to π€© Daniel π€©, our Team Member of the Month for April! π Daniel consistently goes above and beyond for our clients. From providing invaluable support to Craig to now excelling as an independent adviser for his own clients, Daniel never misses a beat. He ensures clients feel safe and secure in trusting him with their needs. Well-deserved, Daniel! βοΈ We look forward to watching your continued growth in your new adviser role. #Navwealth #TeamCelebration #Congratulations #teammemberofthemonth
We take great pride in helping our clients achieve confidence and peace of mind as they navigate their life journey from stress and uncertainty towards true financial freedom. The Navwealth Way isn't just a promise β it's our commitment to staying focused on why we do what we do. With a smart, integrated approach and holistic advice, we're here to support you on your path to a purpose-driven life, providing the clarity and peace of mind you deserve. #PurposeDrivenLife #FinancialFreedom #Navwealth #integratedapproach #holisticadvice
Hayley Kalms, Director of Bookkeeping Resources at Navwealth, understands the challenges small business owners face when it comes to managing finances. She shares, 'Iβve had countless conversations with new clients who share a common struggle: not having enough time to manage everything. This sentiment resonates deeply with small business owners everywhere.' If you're feeling overwhelmed by financial management, you're not alone. But there's hope! Don't let financial management hold your business back. Partner with a trusted bookkeeping resource team today and unlock your business's full potential! πΌπ‘ #Navwealth #BookkeepingResources #BusinessSuccess #FinancialManagement
π Let's shine the spotlight on Andrew! As a valued member of our Adviser Support team, he's been part of the Navwealth family for over 5 years. Recently, we had a chance to sit down with him and gain some insight into "A Day in the Life of...Andrew." Take a moment to get to know him...π Andrew's commitment to continual growth and unwavering support for our advice team and clients are appreciated. We're so fortunate to have him on board! #Navwealth #TeamSpotlight #AdviserSupport #gettoknowyou
π£ Join Our EOFY Tax Planning Webinar! π£ Get ready to optimize your tax efficiency and shape your financial future! Join us for an insightful webinar where our experts will share key tax-saving strategies for EOFY success. ποΈ Meet Our Speakers: Simon Prowse - Director, Tax & Accounting Julian Hui - Senior Accountant Hayley Kalms - Director, Bookkeeping Resources Hugo Furzer - Business Services Manager ποΈ Date: Wednesday, 22nd of May π§ Time: 12:30 - 1:30 pm (including 15 minutes Q&A) Secure your spot now! Register here:π link in BIO #Navwealth #TaxPlanning #Webinar #TaxStrategies #Bookkeeping #EOFY
π Considering SMSF Loans? Here's What You Need to Know! π¦ Loaning money from an SMSF to fund members or relatives can lead to hefty fines, as it violates superlaws. It's crucial to understand the rules and refrain from using SMSF savings for purposes other than retirement. Curious about the true costs of an SMSF loan and its potential implications?π‘ Ensure you're fully informed before making any decisions. Learn more by visiting our website. #Navwealth #FinancialAdvice #TaxandAccounting #SMSFLoans #SmartInvesting
π Navigating the Financial Markets: Embrace the Journey! π While the markets thrive on certainty, it's essential to acknowledge the inherent uncertainty. Economic stability can quickly shift with changes in interest rates, new regulations, or geopolitical tensions. Gain insights into navigating the complexities of financial markets with this latest article: Link in BIO to learn more. #Navwealth #FinancialAdvice #ShareMarket #FinancialConfidence
May we always hold dear the memory of those who have fallen and the freedom they fought for. ANZAC Day β we will remember them.π΅οΈ #ANZACDay #LestWeForget #Navwealth
π£ Don't Miss Out! π£ Join Our Tax Planning: Your Guide to EOFY Success Navwealth Webinar! As EOFY approaches, it's time to optimise your tax efficiency and empower your financial future! Join us for an insightful webinar where our expert presenters will highlight key tax-saving strategies and demystify essential steps to navigating your financial success for this financial year. ποΈ Meet Our Speakers: β³οΈSimon Prowse - Director, Tax & Accounting β³οΈJulian Hui - Senior Accountant β³οΈHayley Kalms - Director, Bookkeeping Resources β³οΈHugo Furzer - Business Services Manager DATE: Wednesday, 22nd of May. TIME: 12.30 - 1.30 pm, including 15 minutes of Q & A. REGISTER to secure your spot here π Link in BIO. #Navwealth #TaxPlanning #Webinar #TaxStrategies #Bookkeeping #EOFY
Unlock the secrets to navigating aged care fees with our Aged Care Specialist, Andrew Wem.ποΈ With this straightforward guide, you'll understand key aspects of preparing financially for aged care. Don't let complexity hold you back from making informed decisions. Reach out to Andrew today for more information. #Navwealth #AgedCareAdvice #FinancialAdvice #AndrewWem
Say 'π ' to Daniel!π He's been part of the Navwealth family for 6 years and is one of our amazing Wealth Advisers. We managed to snag a quick chat with him to give you all a sneak peek into "A Day in the Life of...Daniel"! Check out his story π π π Daniel's always there with a smile and a can-do attitude, helping our clients achieve their financial gols. Thanks for letting us peek into your world, Daniel! We're super grateful to have you on our team! #Navwealth #TeamSpotlight #WealthAdviser #gettoknowyou
Our team works hard to ensure you understand what you need to put in place for your financial future and to give you peace of mind. Thank you for your kind words, Jenny. We are so happy to partner with you. π #ClientFeedback #ThankYou #ClientReview #Navwealth
π Join Our Growing Team! π Exciting news! Navwealth is expanding, and we're on the lookout for three talented individuals to join our amazing team! π₯ π We're hiring for the following positions: πBusiness Services Manager πSenior Accountant π Intermediate Accountant. These roles are pivotal to maintaining the growth and quality of Navwealth's integrated approach to supporting our valued clients. πΌ If you know someone who would be a great fit, encourage them to join us! Be part of our fun and supportive team where you can make a real difference. Don't miss out on this chance to be part of our dynamic team! Apply Now: Business Services Manager - https://buff.ly/43VGRVw Senior Accountant - https://buff.ly/3TVD9Xs Intermediate Accountant - https://buff.ly/3TZt5g8 #NowHiring #Accounting #Tax #SeniorAccountant #BusinessServicesManager #IntermediateAccountant #ClientServices #Navwealth #NewStaff #ComeJoinUs
With the end of the financial year approaching, now's the perfect time to boost your super balance! Take advantage of Australia's new increased super contribution caps starting from 1st July. π Learn more about maximising your retirement savings and planning for a more secure future by contacting the Navwealth team. Link in BIO #Navwealth #RetirementSavings #FinancialAdvice #Superannuation #PlanForTheFuture
Congratulations Jacqui π The employee of the Month for March goes to Jacqui! Her unwavering dedication and exceptional efforts in seamlessly integrating the Glassman team with the Navwealth team have earned her this well-deserved recognition. Her remarkable commitment to training and management responsibilities has played a pivotal role in the success of the merger. We sincerely appreciate Jacqui's hard work and her positive impact on our team. π #Navwealth #TeamMemberoftheMonth #TeamCelebrations #Congratulations
Understanding the distinction between business and personal expenses is crucial for accurate tax reporting. Neglecting to account for personal use of business assets in your tax returns can have serious consequences, as the ATO is actively focusing on this matter. Did you know that when business assets, such as vehicles and phones, are used for both business and private purposes, it is essential to only claim deductions for the proportion of expenses that are business-related? Let us help you ensure your deductions remain strictly business-related π Link in BIO. #Tax #Accounting #Bookkeeping #BusinessExpenses #PersonalExpenses #Navwealth
Achieving financial freedom is about more than just numbers. It's about living a purposeful life that aligns with your personal and professional goals. The Navwealth Way is our guiding philosophy, the compass that directs every action and decision within our team. Let us help you reach your destination on purpose! #PurposeDrivenLife #FinancialFreedom #Navwealth #integratedapproach #holisticadvice
Businesses striving to attract and retain top talent often enhance their employee packages with enticing benefits alongside salaries. But, did you know that these perks can come with tax implications known as Fringe Benefits Tax (FBT)? It's crucial to consider the impact on your business. "Fringe benefits can be a valuable and strategic tool in your recruitment and retention toolbox. We can help you understand and comply with the reporting requirements and be clear about the impact of FBT on your business." - Simon Prowse, Director of Tax, Accounting & Business Advisory Don't let FBT catch you off guard! Let us guide you through the complexities and ensure compliance while maximizing the benefits of your employee offerings. Visit https://buff.ly/3PdVPAa for more. πΌβ¨ #FBT #EmployeeBenefits #TaxCompliance #BusinessAdvisory #Navwealth
Secure your future π‘οΈinvest in the right insurance for you! Risk is not just associated with investing, though β life can throw a curve ball or two, and insurance is one way to manage risk in a broader context. "Itβs a matter of weighing up your risks and thinking about what you would do if the worst happened. Could you afford to build a new house, buy a new car or support your family if you became too ill to work?" - Alistair Mettam, Senior Financial Adviser #Insurance #InvestInYourFuture #Navwealth #FinancialAdvice
Thank you for your kind words, Steve. We strive to do our very best to make your most challenging times less stressful. π«Ά #ClientReview #Feedback #ThankYou #Navwealth #agedcareadvice
The proposed tax on super balances over $3 million is drawing closer, and it's essential for those potentially affected to consider the implications. π‘ While not yet law, the Division 296 tax should factor into investment strategy and planning, especially regarding end-of-financial-year contributions into super. π A strategic rethink may be necessary and given the complexity of the new rules, seeking professional advice is key to making informed decisions. Let us guide you through the intricacies of super and tax planning! #Superannuation #TaxPlanning #FinancialAdvice #Navwealth #Tax #Accounting #SMSF
π‘π Wondering what insurance you need when buying a house? As settlement nears, don't forget the importance of insurance. "It's not the most exciting part of buying a home, but insurance can save you money and stress in the future," says Sally Prowse, Director of Finance & Lending at Navwealth. Depending on your loan, insurance is often required by lenders and may be necessary before the exchange of contracts or ahead of settlement. Always check with your broker. #HomeBuying #Insurance #Navwealth #Finance #Lending #Mortgage
A huge shoutout to our CEO, Craig Banning, for his inspiring presentation at the SMSF Association National Conference! It's a great privilege to discuss the future of advice in Australia, especially as we navigate the exciting advancements in AI technology. Over the next decade, we're poised to revolutionise client experiences and outcomes through innovative AI solutions. Here's to a future filled with endless possibilities! Thank you for sharing your vision, Craig. #FutureOfAdvice #AIInnovation #ClientExperience #Navwealth #Leadership
Maximising Your Super Benefits! π° Understanding the latest rules on super contributions is key to navigating and maximising your tax benefits. So what happens if you exceed your super caps in your SMSF? Before making a significant contribution, learn what's changed and how it can benefit you. We're here to help you make the most of your SMSF journey. Let's optimise your super contributions together! #SMSF #Superannuation #TaxBenefits #FinancialPlanning #Navwealth
Thank you for your feedback, Chris; we understand everyone's needs are unique and how important it is to support our clients and their families. π #Navwealth #ClientFeedback #mortgage #familyhome #lending
Well done, Glenda, for earning the title of Team Member of the Month for January/February. Glenda's outstanding contributions during this period have rightfully earned her this accolade. Since joining Navwealth last year, Glenda has consistently gone above and beyond, making invaluable contributions and fostering a positive office environment. Congratulations, Glenda, on this well-deserved recognition! π π #Congratulations #TeamCelebration #TeamMemberoftheMonth #Navwealth
π Stay Safe Online: Secure Your Passwords! π‘οΈ Protect yourself from cybercrime by ensuring your online passwords are secure. In our digital age, we often overlook the risks involved in online activities. With the increasing dangers of hacking, phishing, and identity theft, it's crucial to be vigilant. π Don't underestimate the importance of keeping your personal information private. Avoid sharing your login details unless absolutely necessary. Taking precautionary steps can lead to a safer online experience for you. #OnlineSafety #PasswordSecurity #CyberAwareness #StayProtected #Navwealth
Are you feeling overwhelmed by the process of buying property? You're not alone. From saving up for a deposit to the daunting task of arranging finances, with countless options and heaps of paperwork. A broker can make your property purchase much easier and less stressful. They can handle the heavy lifting, allowing you to focus on finding your dream home. Our experienced team can help you manage the twists and turns when lighten your load and simplify the process. Start the conversationπ Link in BIO. #Navwealth #mortgage #lending #buyingahome #property #destinationonpurpose
Purpose-driven financial planning isn't just about numbers β it's about unlocking a world of possibilities for the life you deserve, both now and in the future. Whether you dream of retiring on your own terms or taking your business to new heights, our integrated approach is here to guide you through every twist and turn of your financial journey towards true success. At Navwealth, it's the Navwealth Way to help you reach your destination on purpose. Let's embark on this journey together and start shaping the future you've always envisioned! #FinancialFreedom #NavwealthWay #TakeControl #Navwealth #FinancialAdvice #TaxandAccounting #Bookkeeping #AgedCare #Lending #BusinessAdvisory
Thank you, Lauren, for taking the time to provide such lovely feedback. We're thrilled that Craig and the team have had such a positive impact on you and your family.π€ #Navwealth #financialadvice #clientreview #feedback #financialjourney #destinationonpurpose
π‘ Unlocking the Secrets of Property Investment! πΌ Discovering the nuances of cash flow can make all the difference between a successful investment and a regrettable blunder. It's crucial to seek reliable guidance before making any decisions to ensure a careful evaluation of all essential aspects. For more insights, reach out to our team for help and advice. We're here to guide you through every step of your property investment adventure. Let's make informed decisions for a successful future! ππ #Navwealth #PropertyInvestment #CashFlowSecrets #SmartDecisions #ProfessionalAdvice #financialadvice
Congratulations to Mitchelle, named Offshore Team Member of the Year 2023, for her outstanding go-getter spirit and consistent efforts that exceeded expectations for the Wealth team. π As the winner, Mitch will fly to Australia in 2024 to join us at our annual Navwealth retreat. We eagerly anticipate her arrival and are thrilled to welcome her Down Under! Thank you, Mitch, for all your hard work throughout 2023! π #Navwealth #teamcelebration #TeamMemberoftheYear
Thinking about retirement? π Discover how to make the most of your superannuation when retirement approaches. Many of us watch our super balances rise over the years, but planning for its optimal use can often be overlooked. If retirement is on the horizon, navigating the various options can be daunting. But fear not! We've got you covered. We've got you covered. Reach out to our friendly team to discuss how we can help you. π #Navwealth #retirement #retirementdreams #superannuation #wealthcreation #financialadvice #DestinationonPurpose We've got you covered. Contact our team for help crafting your financial plan.
Congratulations to Jami for winning the Australian Team Member of the Year 2023. π Nominated through a team and management vote, this award recognizes Jami's substantial impact on Navwealth in terms of innovation, client service, or team support. As the youngest member of our 43-member team, this achievement is well deserved. Jami will travel to the Philippines in 2024 for a special Navwealth conference and time with our team in Cebu. Well done, Jami, on everything you achieved last year! π« #Navwealth #teamcelebrations #TeamMemberOfTheYear
We understand the challenges you face when your spouse moves into aged care. Adjusting to this new chapter in life can be tough. However, with the right preparation and advice, you can navigate these changes more effectively and reduce the stress involved.π€ Watching your spouse's health decline is never easy, and if it leads to a move to aged care, it brings about many adjustments. From adapting to a new routine and sleeping arrangements to handling financial, legal, and emotional matters, there's a lot to navigate. But know that we're here to support you every step of the way. #Navwealth #AgedCare #Family #FinancialAdvice #DestinationonPurpose #NavwealthWay
Ready to make this year your best yet? π With the new year in full swing, now is the perfect time to plan for all the amazing things you want to achieve. Embrace the fresh start and step into the year ahead with confidence and optimism. But first, it's crucial to let go of anything that's weighing you down and preventing you from living your dream life. Start afresh and set yourself up for a truly wonderful year ahead. #Navwealth #NewBeginnings #GoalsandDreams #FinancialSecurity #financialfreedom
Chart Your Course to Financial Freedom! Embark on your journey to financial freedom with a well-crafted plan, a clear road map, and the courage to chase your dreams. Let's navigate this path together and unlock a future filled with endless possibilities! #FinancialFreedom #DreamBig #PlanForSuccess #Navwealth #destinationonpurpose
May your journey in 2024 be filled with new opportunities and achievements. Happy New Year from the Navwealth Team! π #HappyNewYear #Navwealth #HNY2024
Wishing you a joyous Christmas and a wonderful time, no matter how you celebrate. Stay safe if you are travelling! ππ #MerryChristmas #HappyHolidays #Navwealth
In times of crisis, Australians are quick to extend their support through donations of time, goods, and money. However, when it comes to financial contributions, we have some catching up to do. However, there are various avenues for philanthropy that you could consider, ranging from small one-time donations to regular contributions. A structured giving plan is worth considering for those looking for a larger contribution. Interested in discovering more ways to give back? Head to our website - Link in BIO #Giving #Donations #Navwealth #philanthropy
Take control of your financial wellbeing this festive season. While it's a time of joy and celebration, it's easy to end up with a financial hangover in the New Year. Overspending on gifts, parties, and decorations can quickly accumulate, leaving us burdened with unwanted debt. Despite the rising cost of goods and services, there are ways to manage your budget and still enjoy the season. For helpful tips on navigating this costly time of year, visit our link in bio! #Budgeting #FinancialWellbeing #Navwealth
We're over the moon with your positive feedback. A heartfelt thank you for your kind words and continuous support! π #Navwealth #clientreview #clientfeedback #gratitude
πβ¨ Prepare for success by planning ahead! Don't wait until the new year to set your goals β start thinking about your goals for next year now. If buying a property is on your radar, get ahead of the game by starting the pre-approval process and doing your research. π‘ Whatever your financial situation, we can help you start preparing to buy in the future. Here's how you can prepare π Link in BIO Reach out to our friendly and supportive team to help you with your lending needs. We're here to guide you every step of the way! π€ #Property #Planning #Navwealth #Mortgage #Lending
A big shout-out to our incredible VBP off-shore team! Congratulations to Mitch for earning the well-deserved title of VBP Team Member of the Year. Your dedication and hard work truly shine, contributing immensely to our collective success. Thank you for being a valuable part of our team's achievements! ππ #TeamCelebration #Navwealth #TeamMemberoftheYear
Congratulations to Julian, our November Employee of the Month! Julian's relentless commitment to providing top-notch service for our accounting clients and proactive contributions to meetings with Simon has earned him this well-deserved recognition. Great job, Julian! π π #TeamMember #Celebration #Navwealth
Thinking about rejoining the workforce? You're not alone! Many retirees are finding opportunities in a job market hungry for skilled workers. The rising cost of living and the desire for a fulfilling lifestyle are driving this trend. βοΈ Before you take the leap, it's crucial to get good advice. Unemployment rates are at historic lows, making it a favourable time for retirees to re-enter the workforce. We're here to support you in every stage of your journey. Let's navigate this new chapter together! #Navwealth #RetirementJourney #BackToWork #CareerAfterRetirement #ProfessionalAdvice
March Towards New Year with Assuranceπ Here's to finishing off the year feeling positive and stepping into the New Year with a sense of financial security. At Navwealth, we're dedicated to guiding you on your path to financial stability. Let's tick off those year-end financial goals together! #30DaysToChristmas #FinancialComfort #YearEndGoals #Navwealth
π Protect Your Business from Cyber Threats! π Recent data breaches in Australia have highlighted the vulnerability even major corporations face. Don't underestimate the importance of cybersecurity for your small business. Head to our website for essential tips to keep your business secure: Link in BIO. We prioritise your online safety. Stay informed and safeguard your business against cyber threats! π»π‘οΈ #CyberSecurity #BusinessProtection #StaySafeOnline #Navwealth
π Tired of the mortgage struggle? For many, mortgage payments can feel like an endless grind, consuming a significant portion of income. Whether you dream of a future without a mortgage or aim to reduce it for renovations, investments, or a more comfortable lifestyle, you can turn this dream into reality with a few small changes that make a big impact. Discover our 5 tips for paying off your mortgage faster! π‘ Don't miss out, read them here: https://buff.ly/49xCPFf #Mortgage #FinancialFreedom #Navwealth #Finance #Lending
Ensuring Your Legacy: Estate Planning for Complex Family Dynamics π Estate planning can be a complex process, especially when dealing with intricate family relationships and blended families. Seeking professional advice is essential to comprehensively address all aspects, including tax matters, and to safeguard your loved ones. π Moreover, clear communication of your wishes is vital, particularly in addressing complex issues. It ensures that your intentions are fully understood and carried out. π For a deeper insight into successful estate succession planning in modern families, explore our comprehensive article: Link in BIO. We're here to provide expert guidance and support, making sure your estate planning aligns with your unique family dynamics. #EstatePlanning #FamilySuccession #FinanciallAdvice #Navwealth
Outsourcing your bookkeeping not only saves you money but also frees up your valuable time and resources. You can concentrate on what you do best - running your business and achieving your goals. π Let's chat about our customisable bookkeeping services that are tailored to your unique needs. Get in touch with us to learn how we can assist you in managing your business more efficiently. Reclaim your valuable time here. π https://buff.ly/33m55xj #Bookkeeping #BusinessSavings #TimeToGrow #Navwealth #BookkeepingResources
Thank you, Christopher, for taking the time to leave us feedback. We value and appreciate the opportunity to work with you and your family. #ClientFeedback #Navwealth #FinancialAdvice #Tax #Accounting
Did you know the government is losing out on billions in potential tax revenue from rental property deductions? The ATO is keeping a close eye on accurate reporting, so compliance is crucial to safeguard your investment. π To make sure you're maximizing your deductions while staying in compliance, explore more here: - Link in BIO. Your property investment deserves the best returns, and we're here to help you achieve that! #Investment #PropertyInvestor #Deductions #Navwealth #Tax #Accounting
Planning to buy your first home? We know it can be tough, especially in a market with high interest rates. But don't worry, we've got your back! To avoid any financial strain, it's crucial to be prepared for the upfront costs of buying a home. These expenses are part of the journey, and understanding them can make a big difference. Learn what you need to know about these upfront costs and how to navigate them smoothly. Reach out to our experienced finance and lending team to help you get started. #FirstHome #Savings #Navwealth #Property #Mortgage
π Thank you, Tony, for your kind review. π We truly understand and value the importance and uniqueness of everyone's financial needs. #Testimonial #ClientReview #Navwealth
Did you know that the average Australian business owner spends a whopping 10 hours per week on bookkeeping? That's a significant chunk of your valuable time! Let us help you lighten the load and free up your schedule. Our professional bookkeeping resource team can streamline your financial tasks, so you can focus on what you do best - growing your business. π Say goodbye to bookkeeping burdens and hello to more productivity and peace of mind. Contact us today to learn how we can support your business. #Navwealth #Bookkeeping #SmallBusiness #TimeSaver #BookkeepingResources
Congratulations to Fiona, our September Team Member of the Month. We are recognising Fiona's exceptional work in managing her tasks, assisting with training, and seamlessly implementing new initiatives and software into the accounting team. Well-deserved! Well done, and thank you for all your contributions, Fiona!π π #Navwealth #TeamMemberoftheMonth #teamcelebrationsπ
Our relationship with money is unique and can sometimes get a bit tricky. How much is enough to feel comfortable or well-off varies for each of us. But here's the thing, money's influence on our lives is undeniable, and it can sometimes have a negative impact. π‘ So, how do you recognise if your relationship with money is becoming unhealthy? What can you do to course-correct if you or someone you know is heading down that path? π Dive into our latest article to explore these questions and find valuable insights on achieving a balanced and healthy approach to finances: Link in BIO. At Navwealth, we're here to help you navigate your financial journey with confidence and clarity. Let's strike that perfect financial balance together! πͺ #MoneyBehavior #FinancialWellness #Balance #Navwealth #HealthyFinances #FinancialAdvice
Ensure your family's financial security in the face of unexpected events. While we all hope for good health, it's important to plan ahead for the possibility of sickness or injury. Different types of insurance can provide income or a lump sum to support your loved ones when you're unable to work. Explore options like life insurance, total and permanent disability (TPD) cover, accidental death and injury insurance, and critical illness or trauma cover. These products are available through your superannuation fund or directly through an insurance company. Start protecting your family's income today π Link in BIO #Navwealth #financialadvice #lifeinsurance #family #protection
Considering a mortgage refinance? "What is refinancing, and why would I do it?" These are excellent questions to ask! Refinancing allows you to reassess your current mortgage, potentially finding a lender that better suits your needs. It's not just about lower rates; it's about enhancing your financial picture. You can also consolidate debts and accelerate your mortgage payments. π Remember, refinancing isn't a one-size-fits-all solution. Various factors need consideration before diving into a loan refinance. π Ready to explore your refinancing options? Link in BIO to read more. #MortgageRefinance #FinanciaFreedom #UnlockEquity #Navwealth #Finance #lending
We take the time to create tailored financial advice specific to your unique needs. Thank you, Brian and Narelle. We appreciate your kind words. #ClientReview #ClientFeedback #ThankYou #Navwealth #FinancialAdvice #financialfreedom
Attention small business owners: Start planning for your retirement now! Don't let the hustle and bustle of running your business distract you from securing a comfortable future. By taking proactive steps today, you can pave the way for the retirement you've always dreamed of. Here are some considerations for you π Link in BIO #Navwealth #financialadvice #smallbusiness #retirementplan #accounting
Stay informed about the latest tax updates! Discover how the government is enhancing tax deductions for small businesses investing in staff training. Meanwhile, landlords are being closely examined by the Australian Taxation Office. Explore the recent developments in the tax realm. Read more via our link in bio. #Navwealth #TaxAlert #TaxUpdates #TaxandAccounting